Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.3B
AUM Growth
+$1.53B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,283
New
Increased
Reduced
Closed

Top Buys

1
+$66.9M
2
+$60.5M
3
+$38.9M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$29.1M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$28.9M

Top Sells

1
+$22.4M
2
+$22M
3
+$20.3M
4
AAPL icon
Apple
AAPL
+$19.3M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$16.7M

Sector Composition

1 Technology 7.96%
2 Financials 4.93%
3 Healthcare 4.48%
4 Consumer Discretionary 3.58%
5 Consumer Staples 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$1.52M 0.01%
6,433
+540
1252
$1.51M 0.01%
6,955
+215
1253
$1.51M 0.01%
58,846
+37,022
1254
$1.51M 0.01%
37,189
-20,712
1255
$1.51M 0.01%
43,044
+9,745
1256
$1.51M 0.01%
18,442
+527
1257
$1.5M 0.01%
59,859
+17,970
1258
$1.5M 0.01%
173,637
+14,439
1259
$1.5M 0.01%
46,638
-12,332
1260
$1.5M 0.01%
4,646
-4,782
1261
$1.5M 0.01%
28,025
-1,536
1262
$1.5M 0.01%
56,622
+3,355
1263
$1.5M 0.01%
14,804
-1,001
1264
$1.49M 0.01%
51,893
-3,742
1265
$1.49M 0.01%
59,128
+35,074
1266
$1.49M 0.01%
13,634
+528
1267
$1.49M 0.01%
21,191
+7,159
1268
$1.49M 0.01%
90,101
+446
1269
$1.48M 0.01%
8,968
+511
1270
$1.48M 0.01%
46,492
-3,431
1271
$1.47M 0.01%
136,269
+15,068
1272
$1.47M 0.01%
25,207
-2,228
1273
$1.46M 0.01%
25,675
-535
1274
$1.46M 0.01%
52,268
+286
1275
$1.46M 0.01%
30,938
+1,928
49 50
51
52 53